Episode
Why Import Prices from China Are Still Rising
- Published
- Jul 20, 2026
- Duration seconds
- 420
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Summary
In this episode of The Economic Forecast Podcast, Lucas and Luna dive into the surprising surge in import prices from China, which hit their highest level since 2008 in June 2026. They unpack why this is happening despite falling wholesale prices and a cooling global economy. The hosts explore how rising labor costs in China, shifting supply chains, and tariffs are combining to keep import prices elevated, and what this means for the Fed's inflation fight. With the 10-year breakeven rate ticking up to 2.24%, markets are signaling that inflation may not be vanquished yet. Lucas and Luna also discuss the broader implications for consumer goods, corporate margins, and monetary policy. Plus, a brief reflection on why this topic matters for everyday listeners. Specific data points include the 0.3% drop in wholesale prices in June, the 10-year breakeven at 2.24%, and the Fed funds rate steady at 3.63%. #ImportPrices #ChinaTrade #Inflation #FederalReserve #SupplyChain #Tariffs #GlobalTrade #CPI #PPI #BreakevenRate #MonetaryPolicy #LaborCosts #TradeWar #ConsumerGoods #CorporateMargins #Economics #TheEconomicForecastPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo